Unclaimed
Mary Deanne Gernetzke is a financial advisor who has been in the industry since 2009. She is currently registered with Edward Jones in NOVATO, CA. She has a Series 66 license, as well as a Series 7 and a SIE license. She is also licensed in Arizona, California, Georgia, Illinois, Indiana, Massachusetts, New Jersey, Oregon, Utah, Virginia, Washington, and Wyoming. Mary has a strong track record of providing financial advice to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals and is passionate about building long-term relationships.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CA
08/03/2009 - Present
Edward Jones (NOVATO CA)
BOTH
Issued 07/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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